Money Purchase · DOL Form 5500 · 2022
Benitez Optical Services, Inc. Money Purchase Plan
Data updated 2026-08-25
- $188K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $46,947
- Avg per participant Low balance/head
Official DOL plan name: Benitez Optical Services, Inc Profit Sharing Plan · Sponsored by Benitez Optical Services, Inc. · Puerto Rico · Healthcare & Social Assistance
$188K in assets, 4 participants
Benitez Optical Services, Inc.'s Benitez Optical Services, Inc Profit Sharing Plan reported $188K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 10th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,382 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
Benitez Optical Services, Inc Profit Sharing Plan holds $188K for 4 participants - about $46,947 per participant, among the smaller plans by assets on file.
- #1,382
- in Healthcare & Social Assistance (20,060 peers)
- -5.0%
- assets change YoY
The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Benitez Optical Services, Inc Profit Sharing Plan among the smaller filed plans by assets
Benitez Optical Services, Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$187,789 10th percentile higher than 10% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Benitez Optical Services, Inc Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Benitez Optical Services, Inc Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
DOL schedule card
Filing strip 660467316 · Benitez Optical Services, Inc. PY 2022 · Money Purchase
Benitez Optical Services, Inc Profit Sharing Plan · $188K · 4 · 10th
- TYPE $188K
- NET 4
- BOOK 10th
- VS-ST Money Purchase
- BOY near Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan
- SCH ind #1382
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →
Benitez Optical Services, Inc Profit Sharing Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $198K |
|---|---|
| Net Assets (End of Year) | $188K |
| Net Income | -$10K |
| Employer EIN | 660467316 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Benitez Optical Services, Inc.)
Sponsor-wide plan assets over time
All Benitez Optical Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $195K 3.5949922519423394% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $188K |
| 2023 | 1 | 4 | $179K |
| 2024 | 1 | 3 | $195K |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Benitez Optical Services, Inc Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount
Outside Puerto Rico, the nearest Money Purchase by assets is Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan in NJ ($191K); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($188K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.